NEW YORK (TheStreet) -- Here's what Jim Cramer had to say on CNBC's "Squawk On The Street" Wednesday:

Cramer is a believer in SAP (SAP) and feels the company is doing fabulously. He was also upbeat on Lululemon Athletica (LULU) , saying that many are short the name but he's sticking with the company. SAP shares were flat but LULU fell nearly 1% Wednesday.

Continuing the love, Cramer said Weyerhaeuser (WY) , a stock he owns for his charitable trust, Action Alerts PLUS, could see $34 a share, but cautioned that McDonald's (MCD) is turning into a horse race between analysts. WY was up 2.3% at Wednesday's close but MCD was flat.